We partner with financial advisors to integrate your client’s charitable and financial goals.
By working with YouthBridge, you can deliver better client outcomes, retain investment of client assets and differentiate yourself from your competitors. There is no required minimum charitable fund size for you to continue managing your client’s assets.
Complex charitable transactions
As philanthropy advisors we have expertise in gift planning, and can facilitate the process for your client, even when it involves complex assets. We partner with you in personalizing the right charitable solutions for your clients.
Flexible Donor-Advised and other charitable funds
Every donor comes with unique interests, assets and circumstances. We provide a number of charitable fund options, that are most suitable for your client’s intentions and help them create lasting impact in the community.
Philanthropy and legacy planning
For many, leaving a legacy and passing on values is an important part of financial planning. As a qualified philanthropic resource with knowledge of community issues, we partner with you to integrate your client’s philanthropic and legacy goals into their overall wealth management strategy.
Private foundation administration
We make managing your client’s family and private foundation more enjoyable and efficient, so you can focus on managing their assets. We help save time, provide our community expertise, and make the process leaner.
Understanding your client’s personal values, desire to support the community and leave a legacy is an important, but often difficult conversation. We provide informal education to your team about how to start that conversation and the tools available to help integrate philanthropy into your client’s overall wealth strategy.
Philanthropy Planning is a Win-Win
Schedule a consultation with a YouthBridge Philanthropy Advisor to learn how to offer philanthropy planning services to your clients.
We are here to provide support and resources, allowing you to remain the primary point of contact with your client.
Client Investment Solutions
- Manage Your Client’s Portfolio
With this option, you will continue to manage your client’s portfolio on your platform. To participate, you must adhere to the Community Foundation’s professional and industry standards in managing donor funds. Statements are reconciled monthly between YouthBridge and your office.
Advisor Guidelines →
- Choose from Pooled Funds
With this option, you still maintain the client relationship you’ve built and earned. Instead of investing on your platform, you assist the client with their asset allocation decision and simply have the assets invested in our institutional-quality, low-cost pooled investments.
Investment Summaries →